VERGEPOINTE WEALTH MANAGEMENT, LLC

Overview

Vergepointe Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individuals, families and institutions. The firm combines traditional portfolio management and financial planning with selection-of-advisers and pension consulting services, which points to a hybrid model of direct portfolio construction and outsourced manager selection. Vergepointe’s public market exposure is concentrated in pooled vehicles — primarily mutual funds and other public funds — while it also allocates to a range of alternative strategies. The adviser is not an active ESG investor and is organized as a limited liability company with an individual owner; it has operated since 2009. Vergepointe’s business mixes discretionary portfolio management with consultative, fee-based relationships that can be billed as a percentage of AUM, hourly charges or fixed fees. The firm also serves as an accountant/sponsor and as a general partner or managing member of pooled investment vehicles, indicating hands-on involvement when it constructs or sponsors private pooled offerings alongside selecting third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices